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Westbourne Investments’s Coca-Cola Consolidated COKE Stock Holding History

Westbourne Investments’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,900
Closed -$257K – 148
2025
Q1 		$257K Buy
+1,900
New +$255K 0.15% 115

Other funds holding COKE

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Westbourne Investments's COKE Position: Q2 2025 in Review

Westbourne Investments sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 1,900 shares — an estimated $257K sold.

Westbourne Investments first reported a position in COKE in Q1 2025 and held it in 1 quarter. The position peaked at $257K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Westbourne Investments reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
  • Westbourne Investments sold 1,900 Coca-Cola Consolidated shares in Q2 2025, an estimated $257K.
  • Westbourne Investments first reported a position in Coca-Cola Consolidated in Q1 2025 and held it in 1 quarter.
  • Westbourne Investments's Coca-Cola Consolidated position peaked at $257K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.